MoneyLetter December 2017 –The months ahead? What looks good – “Markets tend to be strong in the final month of the year. The tendency is for the year’s big movers to continue to lead until the end of December, while the laggards continue to sell off due to tax loss selling and other reasons.”

The MoneyLetter November 2017 – Whither the Loonie? To Rally – Or Not? – “I noted in my blog quite some time ago that I had an initial target of 0.80 – 0.81, with a maximum upside of 0.84 for the loonie. That is pretty much what we got, with the loonie reaching a high of 0.83 in September. Since then, as predicted, the loonie has been moving back into its longer-term dominant trend.”

Investor’s Digest November 3, 2017 – Living and Investing in the Fifth Wave: Bull Long in Tooth – “There may be a good amount of upside left in this market. Nevertheless, there’s no denying that we are not in the early phases of a bull market. We’re in the final inning of the game, however long it may take to complete.”

Investor’s Digest October 6, 2017 – Macro Market Timing Models: The Bear-o-meter – “We have a near-termed sell signal, or close to it, on the short-termed timing model. All in, it may be wise to maintain a cautious stance at this point.”

The MoneyLetter September 2017 – The Right Approach – “Whether you manage your own money or use a portfolio manager, stay with the active approach. It’s worth the safety – should the market turn ugly.”

Investor’s Digest September 8, 2017 – Profit from shorter-term swings in value – “Some stocks are good long-termed holds. Such stocks are in a nice upward trend, and display consistent, solid earnings growth over time. But there is another type of stock pattern that you can profit from if you don’t mind taking advantage of shorter-termed swings…stocks stuck within a sideways trading range.”

Canadian MoneySaver September 2017 – Opportunity Awaits – “There are a few indications that the market may be ripe for a short termed pullback.”

The MoneyLetter July 2017 – The Right Strategy? “Diversify”, He Wrote – “It is imprudent to hold a Canada-only stock portfolio and expect to earn a respectable risk-adjusted return. There is just too much concentration within the TSX in resources and financials…”

The MoneyLetter June 2017 –Market Rotation: Hero to Zero – “Over the past few years I’ve referred to the market as a “stealth” market. That is, one that sees money rotate from winning stocks into depressed stocks, and vice-versa. Rotation from sector to sector is also becoming faster and more pronounced of late. It is for this reason that I believe in truly active management of your portfolio…”

Investor’s Digest June 23, 2017 – Loonie uncouples from oil price – “Despite a favourable move by West Texas Intermediate (WTI) crude oil recently – and potential for another dollar or two more upside for oil – the loonie remains in a downtrend. This is unusual.”

The MoneyLetter April 2017 – Income and Growth: Four Keepers – “Investors become so fixated on chasing a higher return that they don’t think about the increased risk to their portfolio that’s inherent in doing this.”

Canadian MoneySaver February 2017 –Should You Buy ETFs Or Stocks? – “When we try and decide if we should buy a sector ETF versus a good stock, we want to examine the variability of stocks within that sector.”

Investor’s Digest January 27, 2017 – Seasonality could push energy sector gains – “Seasonal studies indicate that buying into the energy sector in late February and then selling in early May can be a profitable trade.”

The MoneyLetter January 2017 – Caveat emptor in the…Short Term – “Normal seasonal tendencies are for markets to get a bit choppy from mid-January in through much of February.”

The MoneyLetter December, 2016 – Holding and Folding – “…a blanket “Buy and Hold” at-all-costs mentality is actually a riskier and costlier investment strategy than a carefully planned system of buying and selling assets.”

“It is my opinion that markets, sectors, and stocks are now changing and will continue to change leadership rapidly in the coming months and years. This rotation will require more than just a buy-and-hold approach.”